Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,265
Closed -$207K 271
2022
Q4
$207K Sell
1,265
-1,195
-49% -$196K 0.24% 195
2022
Q3
$365K Buy
+2,460
New +$365K 0.42% 75
2022
Q1
Sell
-3,253
Closed -$675K 335
2021
Q4
$675K Buy
+3,253
New +$675K 0.72% 21